FORTERIS WEALTH MANAGEMENT, INC. - Financial Advisor in New York, Armonk

Tel: 914-696-5300 200 Business Park Drive Suite 211 Armonk, New York 10504

About FORTERIS WEALTH MANAGEMENT, INC.

FORTERIS WEALTH MANAGEMENT, INC. is a Armonk, New York based financial advisory firm with nearly $158,127,900 in assets under management and provides investment advisory services for 491 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

108314

Firm SEC#:

801-44613

Assets Under Management:

$158,127,900

No. of Clients:

491

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (FINANCIAL CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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